Exploring Irvine-Based US Startups Shaping the Financial Services Landscape

January 27, 2024


Located in the heart of southern California, Irvine is home to a diverse and innovative startup community within the financial services industry. Since 2020, numerous fintech startups have made their debut, breaking the mold and challenging traditional financial service models. In this article, we showcase a selection of innovative startups headquartered in Irvine.

These companies, despite being in their early stages, are transforming the landscape of financial services. They are coming up with innovative solutions in insurance, real estate investment, payment processing, lending, and risk management, among other areas. These new approaches are enabling businesses and individuals to access financial services that are tailored to their unique needs.

Here are some of the most promising startups that are creating a buzz in the financial services industry, all with their headquarters in Irvine, California:

Savvy Insurance Solutions

Savvy Insurance Solutions leverages modern APIs to build an integrated and white label experience. The company’s services are personal data and processes, transfers, and stores data. Their focus is on insurance within the financial services industry.

Perch Wealth

Founded by Benjamin Carmona and Ehud Gersten, Perch Wealth provides DST investments, replacement properties, foreign direct investments, and cash investments. Their teams excel in finance, due diligence, underwriting, and product structuring, responsiveness to customer inquiries via both phone and email.

Talent Foreign Exchange

Talent Foreign Exchange, founded by Sudeep Goyal, operates in the financial services industry, focusing on payments and risk management. You can follow them on Facebook and LinkedIn.

Loyalty Funding

Loyalty Funding operates in the finance and financial services sector, focusing on lending solutions.

1st Merchants

1st Merchants is a startup in commercial lending, finance, financial services, and lending industry.

LRM Lender Consultants

LRM Lender Consultants supports small businesses by helping lenders meet the needs of small business owners in their communities. Whether assisting with a problem in an existing SBA loan process or creating and training an entire SBA loan department from scratch, they provide the necessary guidance.

Solve My Loan

Solve My Loan operates in the financial services industry, providing lending solutions tailored to real estate needs.

Center Street Investors

Founded by Stephen Couig, Center Street Investors is an asset management, finance, and financial services firm.

Agora Neos

Founded by Malek Moubasher, Agora Neos is developing an innovative online Micro Bonds Issuance Platform intended for the municipal markets. The platform offers a range of services including micro bond program, pre-sale promotion, micro bonds sale, payment updates and secondary market trading.


Founded by Dennis Liu, Numental operates in the Fintech space providing services spanning Apps, E-Commerce, Financial Services, FinTech, Mobile Apps, SaaS. Their primary offering is Automated Arbitrage that promises low-risk, exponential return.

Finfare Inc

Last but not least is Finfare Inc. This startup provides services in the Financial Services, FinTech, Payments, Transaction Processing space. You can learn more about them on their Facebook or LinkedIn page.


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